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To: Elwood P. Dowd who wrote (71789)	11/13/1999 12:20:00 AM
From: D. Swiss	Respond to of 97611

El, I hope you are smart enough to realize that this analysis is extremely misleading at best. While I agree that the guidance on margins is a decline from Q2 for Dell, the statement that a penny went into the a/r is such BS since they improved their cash conversion cycle to a -17 days from -15 days in Q2 and they produced .40 /share on a cash basis with a ROIC of 281%. This analysis this guy performed is an example of the danger of a little knowledge, but I am sure you knew this. :o) Drew